Commercial Execution Sales Certification

Client Satisfaction Survey Form (#3)

Commercial Execution Sales Certification

TBM Name

Name

Certifier Name

First Name

Last Name

Introduction/Opening

Patient-focused introduction; un-met need & burden of disease/treatment

Refinement Needed

Successful

Introduction Comments/Feedback

Key Messages

Novel MOA

Refinement Needed

Successful

Comments/Feedback

ADAPT results: Efficacy

Refinement Needed

Successful

Comments/Feedback

ADAPT results: Safety

Refinement Needed

Successful

Comments/Feedback

Dosing & Administration

Refinement Needed

Successful

Comments/Feedback

Addressing Questions/Concerns

Effectively addresses objection and returns to core message

Refinement Needed

Successful

Comments/Feedback

Fulfillment

Conveys appropriate information on: HCP Access / Patient Support / Enrollment

Refinement Needed

Successful

Comments/Feedback

Closing

Asks for HCP action & gains commitment for next step

Refinement Needed

Successful

Comments/Feedback

Compliance

Compliant messages delivered

Refinement Needed

Successful

Comments/Feedback

OVERALL RATING

Overall rating criteria: CERTIFIED or NOT CERTIFIED based on 9 sub-categories assessed

CERTIFIED: Participant rated as ‘successful’ in 7 or more sub-categories and rated as ‘successful’ in compliance category
NOT CERTIFIED: Participant rated as ‘successful’ in 6 or fewer sub-categories OR participant rated as ‘refinement needed’ in compliance (regardless of ratings in the other 8 categories)

Comments: Anyone rated as “NOT CERTIFIED” will work with their RBD and attempt re-certification later that day

Overall rating criteria

CERTIFIED

NOT CERTIFIED

Comments/Feedback